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CPQ Specialist

CaseWare · 30+ days ago

Toronto, ON

Negotiable

Full-time

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We are seeking a highly skilled and experienced CPQ (Configure, Price, Quote) Specialist with 6-8 years of expertise in Salesforce CPQ implementations. The ideal candidate will have a strong background in complex CPQ configurations, with hands-on experience as either a CPQ consultant or in a client-side role. If you’re passionate about optimizing processes through Salesforce and CPQ and have the experience to back it up, we want to hear from you!

📍 Location:

This is a hybrid role requiring the successful candidate to work 3 days a week in our Toronto office, located at 351 King Street East, Toronto, ON.

Hiring Manager:

Saurabh Sanganee - Director, RevOps

Contact:

Chengeer Lee - Principal Talent Acquisition Partner & Coach

What you will do:

Lead and manage the implementation and configuration of Salesforce CPQ for global commercial teams.
Collaborate with cross-functional teams, including Sales, IT, and Finance, to streamline and automate quoting processes, improving operational efficiency.
Design and implement custom CPQ solutions to meet complex business requirements, ensuring scalability and efficiency.
Work closely with the Global Commercial team to gather requirements, prioritize initiatives, execute sprints, and communicate new enhancements to stakeholders.
Provide guidance on pricing, quoting, and discounting best practices, aligned with SaaS industry standards.
Configure advanced CPQ workflows, product rules, pricing logic, and quote templates to align with company policies and objectives.
Develop custom MDQ (Multi-Dimensional Quoting) coding and flows to support multi-product and multi-currency quoting scenarios.
Assist with data migration, integration with licensing systems, and troubleshooting CPQ-related issues.
Ensure proper training and ongoing support for end-users, including sales representatives, to maximize CPQ adoption and effectiveness.
Stay up-to-date with Salesforce CPQ updates and industry trends, ensuring best practices are followed and the system continuously evolves.

What you will bring:

Experience: 6-8 years of hands-on experience with CPQ solutions, either as a CPQ consultant or in a client-side role, with exposure to large-scale global implementations.
Certifications: Salesforce CPQ Admin and Salesforce Admin certifications are mandatory.
Technical Skills: Advanced proficiency in Salesforce CPQ, including configuration, customization, and troubleshooting, with familiarity in integrations, workflows, and reporting within Salesforce.
MDQ Expertise: Proven experience with custom MDQ coding, creating and managing flows for multi-product and multi-currency quoting scenarios in Salesforce CPQ.
SaaS Expertise: Strong understanding of SaaS quoting processes, including ARR-based quoting and the land-and-expand funnel.
Communication: Excellent verbal and written communication skills with the ability to make strategic recommendations to stakeholders based on Salesforce and CPQ expertise.
Mindset: A “get-things-done” approach to problem-solving, the ability to thrive in fast-moving, unstructured environments, and a bias towards action in all situations.
Strategic Thinking: Demonstrated ability to bring structure to ambiguous areas of opportunity and work effectively under tight timelines.

•

Last updated on Jan 7, 2025

About the company

CaseWareCaseWare is an audit and financial reporting software that helps businesses streamline their accounting and reporting processes. The platform offers tools for data management, analytics, and compliance.

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